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Portfolio (Quarterly) Guide ↗

Walkner Condon Financial Advisors LLC

· CIK 0001817494
13F Portfolio $871M AUM 344 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 56 New 153 Added 110 Reduced 20 Exited
Page 9 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IBM INTERNATIONAL BUSINESS MACHS Technology 2,367.0 $666K 0.08% -248.0 -9.5% $281.21 -17.3%
162 RAFE PIMCO EQUITY SER 13,875.0 $664K 0.08% +649.0 +4.9% $47.86 +3.9%
163 FNDE SCHWAB STRATEGIC TR 16,723.0 $664K 0.08% -1K -8.1% $39.68 +3.3%
164 HD HOME DEPOT INC Consumer Cyclical 1,814.0 $640K 0.07% -318.0 -14.9% $352.74 -4.3%
165 DIA STATE STR SPDR DOW JONES IND Financial Services 1,211.0 $633K 0.07% $522.39 +2.0%
166 SGOV ISHARES TR 6,236.0 $628K 0.07% -22K -78.0% $100.67 -0.1%
167 CMDT PIMCO ETF TR 20,424.0 $626K 0.07% +8K +67.4% $30.67 +9.6%
168 VXUS VANGUARD STAR FDS 7,116.0 $608K 0.07% -1K -13.0% $85.50 +1.1%
169 IWMI NEOS ETF TRUST 11,290.0 $604K 0.07% NEW $53.52 -0.7%
170 AVSE AMERICAN CENTY ETF TR 7,352.0 $602K 0.07% -45.0 -0.6% $81.84 -5.9%
171 CGGO CAPITAL GROUP GBL GROWTH EQT 14,160.0 $599K 0.07% -3K -17.0% $42.33 -4.1%
172 PLTR PALANTIR TECHNOLOGIES INC Technology 5,128.0 $598K 0.07% +926.0 +22.0% $116.67 +47.0%
173 PG PROCTER & GAMBLE CO Consumer Defensive 3,973.0 $583K 0.07% -142.0 -3.5% $146.64 -2.2%
174 KO COCA COLA CO Consumer Defensive 7,164.0 $582K 0.07% +863.0 +13.7% $81.27 +9.3%
175 FTC FIRST TR EXCHANGE-TRADED ALP 2,962.0 $574K 0.07% $193.77 -5.6%
176 HLAL LISTED FDS TR 7,954.0 $568K 0.07% $71.39 +1.4%
177 GS GOLDMAN SACHS GROUP INC Financial Services 561.0 $567K 0.07% -13.0 -2.3% $1011.37 +2.9%
178 ASML ASML HLDG NV Technology 283.0 $563K 0.07% +95.0 +50.5% $1989.44 -9.4%
179 MRK MERCK & CO INC Healthcare 4,354.0 $559K 0.06% -122.0 -2.7% $128.50 +5.2%
180 VGT VANGUARD WORLD FD 4,659.0 $557K 0.06% +4K +720.2% $119.53 +0.2%
Page 9 of 18  ·  344 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.6%
Financial Services 31.6%
Communication Services 9.8%
Healthcare 5.0%
Consumer Defensive 4.4%
Consumer Cyclical 4.3%
Industrials 2.3%
Energy 2.2%
Utilities 1.1%
Basic Materials 0.5%